Fifth Third Wealth Advisors’s W.P. Carey WPC Stock Holding History

Fifth Third Wealth Advisors’s Portfolio WPC Stock Details WPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$475K	Buy	6,649 +183	+3%	+$13.4K	0.01%	508
2026 Q1	$439K	Sell	6,466 -1,360	-17%	-$95.4K	0.01%	472
2025 Q4	$504K	Sell	7,826 -1,541	-16%	-$103K	0.02%	386
2025 Q3	$633K	Buy	9,367 +3	+0%	+$196	0.02%	318
2025 Q2	$584K	Buy	9,364 +3,155	+51%	+$194K	0.02%	332
2025 Q1	$392K	Buy	6,209 +22	+0.4%	+$1.3K	0.02%	400
2024 Q4	$337K	Sell	6,187 -125	-2%	-$7.12K	0.02%	451
2024 Q3	$393K	Buy	6,312 +28	+0.4%	+$1.66K	0.02%	377
2024 Q2	$346K	Buy	+6,284	New	+$354K	0.03%	375

Other funds holding WPC

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Fifth Third Wealth Advisors's WPC Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its W.P. Carey (WPC) stake by 2.8% in Q2 2026, buying an estimated $13.4K and bringing the position to 6,649 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #508.

Fifth Third Wealth Advisors first reported a position in WPC in Q2 2024 and has held it in 9 quarters since. The position peaked at $633K in Q3 2025. 158 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Fifth Third Wealth Advisors held 6,649 shares of W.P. Carey worth $475K as of Q2 2026.
Fifth Third Wealth Advisors bought 183 W.P. Carey shares in Q2 2026, an estimated $13.4K.
W.P. Carey made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #508 holding.
Fifth Third Wealth Advisors first reported a position in W.P. Carey in Q2 2024 and has held it in 9 quarters since.
Fifth Third Wealth Advisors's W.P. Carey position peaked at $633K in Q3 2025.
158 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.